I Bonds: Thriving During Inflation
April 29, 2022  | By Manisha Gupta

Concerned about inflation, perhaps for the first time in your lifetime? For many families we work with, it’s been decades since even the adults have seen inflation rising this quickly. But, the U.S. government has a nifty, old-school instrument available…Read More

Markets and War
March 15, 2022  | By Kevin Smith

I’ve heard financial markets described as “expectations machines”, and I think that’s about right. Asset prices are based on what people are willing to pay for them, which is based on what they expect to receive in return. Prices go…Read More

Taking Advantage of the New Student Loan Freeze
January 3, 2022  | By David Lowe

The Biden administration has announced it is extending the pause on federal student loan payments until May 1, 2022. If you have federal student loans, how can you take advantage of this relief measure? Add to your emergency fund. It is essential…Read More

What the fungible?! An NFT Exploration.
December 21, 2021  | By Matt Pierce

The total value of all crypto assets is over $2.2 trillion as of December 2021. Bitcoin and Ethereum make up about three quarters of that. Today’s topic, NFTs, are worth over $27 billion and growing fast! Although crypto markets may be…Read More

Your Health Care & Open Enrollment
October 11, 2021  | By Manisha Gupta

Early fall is open enrollment season for many health insurance plans. The health care plan you choose will have a meaningful financial impact for the next year. Choose wisely! Which open enrollment applies to you? W-2 employees: Typically runs from late…Read More

A Better Way to Manage Your 401(k) Account
September 30, 2021  | By Matt Pierce

This month, we added a new technology platform, called FeeX, to help us better manage our clients’ employer-sponsored 401(k) accounts and other outside assets. In the coming weeks, we will begin migrating clients to this new platform. If you currently…Read More

Investing for the Unknowable
September 22, 2021  | By Matt Pierce

By Matthew Pierce, CFA Yogi was right, and it’s particularly difficult when it’s your hard earned money on the line! Uncertainty never goes away, it just changes shape. It is the water we swim in as investors, so we should…Read More

Planning to Use 529 Funds? Read This.
September 14, 2021  | By Manisha Gupta

By Manisha Gupta, AWM Financial Planning Lead & Candidate for CFP® certification Investing in a 529 plan can be an effective and easy way to save for college, but when it comes time to spend those funds, there are some important nuances…Read More

Stepping Up Your Password Security
August 26, 2021  | By Kevin Smith

After seeing a friend recently hacked to the tune of $30,000+, I decided to step up my personal data security game. Here is what I learned, and what changes I am making. All traditional financial accounts like bank accounts and…Read More

Talking Money with New Graduates
August 6, 2021  | By Manisha Gupta

By Manisha Gupta, AWM Financial Planning Lead & Candidate for CFP® certification Summer is an exciting time for freshly minted graduates embarking on their own. Finally, the moment that you have been waiting for is here. Your child is going…Read More